Posts by dkelley

New Year…New Tax Changes

The 2017 year was an important one in Washington that promises to carry forward changes to each and every American tax payer in 2018 and beyond.

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Global Asset Allocation Views – Q1 2018

Last year turned out a lot quieter than many pundits had expected going into the year.  The markets brushed off any potential geopolitical turmoil surrounding North Korea, Brexit, and trade wars with China.  There were only eight days when the market was up or down more than 1% and there were zero times where the market was down 3% from top to bottom!  The last time there were no drops of 3% in a year was 1995.  We are currently in the midst of a secular bull market similar to the one in the 90s and very similar to the year 1995.  Back then the market rallied another 155% before topping out...

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Managing Risk and not Returns

Risk tends to be harder to quantify and thus seldom talked about by financial professionals. 

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Winter Winds with no HealthCare Breeze….Are you ready for it?

November 1 began the 6 week open enrollment window that ends December 15. The health care exchange is designed to provide health care to Americans who are not covered by an employer provided health care plan.

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Global Asset Allocation Views – 4Q 2017

The October 7th-13th cover of The Economist led with the phrases “The bull market in everything” and “Are asset prices too high?” The main article mentioned potential bubbles in equities (at an all-time high), fixed income (boosted by easy monetary policy), real estate (see the 2007 Financial Crisis), and cryptocurrencies (Bitcoin, Etherium, etc.).  I will focus my attention on equities since they tend to be the most important, and largest, component of a client’s long-term growth. What I would like to share today are some of the counter-arguments I have come across in my research regarding...

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